Edge Wealth Management’s Paychex PAYX Stock Holding History

Edge Wealth Management’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-750	Closed	-$27K	–	353
2013 Q2	$27K	Buy	+750	New	+$27.6K	0.02%	165

Other funds holding PAYX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edge Wealth Management's PAYX Position: Q3 2013 in Review

Edge Wealth Management sold out of Paychex (PAYX) in Q3 2013, closing a stake of 750 shares — an estimated $27K sold.

Edge Wealth Management first reported a position in PAYX in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 641 funds tracked by Wall St. Rank hold PAYX as of Q3 2013.

Edge Wealth Management reported no remaining Paychex position as of Q3 2013 after selling out during the quarter.
Edge Wealth Management sold 750 Paychex shares in Q3 2013, an estimated $27K.
Edge Wealth Management first reported a position in Paychex in Q2 2013 and held it in 1 quarter.
Edge Wealth Management's Paychex position peaked at $27K in Q2 2013.
641 funds tracked by Wall St. Rank held Paychex as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.